Markman Capital Insight

Epic professional bond selling is near term bullish, really

June 18th, 2015

I ran across some fascinating research by Jason Goepfert of Sundial Capital. He observes that TLT -- the popular bond ETF that tracks Treasurys with maturities of 20 years and longer -- has seen epic outflows of late.The bottom chart above shows the fund flows for TLT over the past 100 days, and it has dropped to a new record low of -$1.3b billion....

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This is what the rise of robots really means

June 18th, 2015

What worries me the most about the current economy is not corporate masters keeping entry-level workers down overtly but simply the trend toward robots, artificial intelligence and machine learning replacing the good old flesh and blood human.This is not a faraway idea anymore; I think we will look back in ten years and conclude it was happening at...

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1 8 stocks for the Internet of Everything

June 18th, 2015

Executives for the Fitbit fitness tracker have been on a road show lately selling their upcoming IPO. One of the highlights of their spiel is that the original idea for the device came from video games -- particularly the Nintendo Wii. They fell in love with its dazzling accelerometers and gyroscopes at first sight, and brainstormed on other ways they...

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5 signs that a “growth bounce” is underway

June 18th, 2015

Is the economy really improving? Analysts at Evercore ISI point out that it's not just one indicator that makes the case that a "growth bounce" has started. It's the package of indicators. ISI analysts point to these pieces of evidence:1. Tax Receipts are surgingU.S. tax receipts were up +8.3% year over year in May, which is remarkable with just +3.0%...

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Greek default unlikely but survivable

June 18th, 2015

While leaders in Athens said they are pushing for a final deal, officials in the eurozone headquarters remained very skeptical. A Bloomberg report noted that Greece and its creditors are still far apart, with pensions, sales tax and budget surplus targets as usual among the big sticking points.Greece owes so much money and has so little means to repay...

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As the conference calendar heats up, keep an eye on biotech

June 18th, 2015

The biotech industry holds a variety of important conferences during the year where scientists and companies present their latest molecules, discoveries, therapies and big thoughts.The American Society of Clinical Oncology held its annual meeting in Chicago and it often produces news that moves individual stocks in the discipline.I ran across a good...

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The Internet of Everything

June 15th, 2015

Executives for the Fitbit (FIT) fitness tracker have been on a road show lately selling their upcoming IPO.  One of the highlights of their spiel is that the original idea for the device came from video games -- particularly the Nintendo Wii. They fell in love with its dazzling accelerometers and gyroscopes at first sight, and brainstormed...

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